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Tyler Dean White

Copper Financial

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About Tyler Dean White

Tyler Dean White is a registered representative with Copper Financial and has been in the financial industry since 2023. Tyler is registered in Kansas and Missouri to provide both Broker-Dealer and Investment Advisory services. Tyler earned his Series 7, Series 66, and SIE licenses. Tyler has experience working with clients on various financial matters, including financial planning, education seminars, and portfolio management for individuals.

Firm Information

Tyler White is currently registered with Copper Financial. Copper Financial is a Limited Liability Company formed in November 2001. Based in Lenexa, Kansas, Copper Financial has over 40 licensed agents, investment advisor representatives, and registered representatives. The firm manages over $300 million in assets for approximately 2,800 clients, including high-net-worth individuals, corporations, and individuals. Copper Financial provides financial planning, educational seminars, and portfolio management services. They also offer selection of other advisors and receive fees from third-party managers to whom they refer business.
Copper Financial

9777 RIDGE DRIVE, SUITE 360

LENEXA, KS 66219

$306.45M

Assets Under Management

556

Total Clients

46

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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fees from third-party managers to whom we refer business

Fees from third-party managers to whom we refer business

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Tyler White’s Registration & Firm History

KS

07/29/2024 - Present

Copper Financial (Lenexa KS)

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Licenses & Designations

BOTH

Issued 09/01/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler Dean White.
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